Empire State Realty Trust Inc (ESRT)vsPrologis Inc (PLD)
ESRT
Empire State Realty Trust Inc
$4.97
-1.19%
REAL ESTATE · Cap: $1.45B
PLD
Prologis Inc
$125.26
-0.99%
REAL ESTATE · Cap: $122.24B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 1164% more annual revenue ($9.89B vs $782.82M). PLD leads profitability with a 43.1% profit margin vs 0.9%. ESRT appears more attractively valued with a PEG of 37.36. PLD earns a higher WallStSmart Score of 57/100 (C).
ESRT
Hold47
out of 100
Grade: D+
PLD
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+51.0%
Fair Value
$13.02
Current Price
$4.97
$8.05 discount
Margin of Safety
+50.6%
Fair Value
$256.12
Current Price
$125.26
$130.86 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Keeps 43 of every $100 in revenue as profit
Strong operational efficiency at 42.9%
Large-cap with strong market position
Reasonable price relative to book value
Generating 1.2B in free cash flow
Areas to Watch
3.2% revenue growth
Smaller company, higher risk/reward
ROE of 3.8% — below average capital efficiency
0.9% margin — thin
Moderate valuation
3.1% earnings growth
ROE of 7.9% — below average capital efficiency
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : ESRT
The strongest argument for ESRT centers on Price/Book.
Bull Case : PLD
The strongest argument for PLD centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 43.1% and operating margin at 42.9%. Revenue growth of 10.2% demonstrates continued momentum.
Bear Case : ESRT
The primary concerns for ESRT are Revenue Growth, Market Cap, Return on Equity. A P/E of 236.5x leaves little room for execution misses. Debt-to-equity of 2.14 is elevated, increasing financial risk.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, EPS Growth, Return on Equity.
Key Dynamics to Monitor
ESRT profiles as a value stock while PLD is a mature play — different risk/reward profiles.
ESRT carries more volatility with a beta of 1.42 — expect wider price swings.
PLD is growing revenue faster at 10.2% — sustainability is the question.
PLD generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
PLD scores higher overall (57/100 vs 47/100), backed by strong 43.1% margins and 10.2% revenue growth. ESRT offers better value entry with a 51.0% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Empire State Realty Trust Inc
REAL ESTATE · REIT - DIVERSIFIED · USA
Empire State Realty Trust, Inc. (NYSE: ESRT), a major real estate investment trust (REIT), owns, manages, operates, acquires and repositions offices and retail properties in Manhattan and the New York metropolitan area, including the Empire State Building, the?
Visit Website →Prologis Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
Prologis, Inc. is a real estate investment trust headquartered in San Francisco, California that invests in logistics facilities, with a focus on the consumption side of the global supply chain.
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